HSBC icon

HSBC
HSBC

Overview Fund Activity

499 hedge funds and large institutions have $4.3B invested in HSBC in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 193 increasing their positions, 129 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+39
Holders Change %
+8.48%
% of All Funds
6.78%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
83
Increased
193
Reduced
129
Closed
35
Calls
$104M
Puts
$223M
Net Calls
-$119M
Net Calls Change
-$79.3M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$897M
2
CCM
Contrarian Capital Management
Connecticut
+$58.9M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$55M
4
First Trust Advisors
First Trust Advisors
Illinois
+$43.3M
5
UBS Group
UBS Group
Switzerland
+$22.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$31.7M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$14.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.2M
4
RAM
Ramirez Asset Management
New York
-$6.92M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
476
Hazlett, Burt & Watson
West Virginia
$3K – – –
W
477
WealthCollab
Washington
$2.99K – – –
LI
478
LRI Investments
Florida
$2.92K – – –
NECFA
479
New England Capital Financial Advisors
Connecticut
$2.87K – – –
CYG
480
Clean Yield Group
Vermont
$2.76K – – –
CA
481
Clearstead Advisors
Ohio
$2.64K +$1.61K +28 +156%
FNWA
482
Financial Network Wealth Advisors
Utah
$2.58K +$2.58K +45 New
BLC
483
Brown, Lisle/Cummings
Rhode Island
$2.47K +$2.47K +43 New
KFI
484
Key Financial Inc
Pennsylvania
$2.24K – – –
BFS
485
Bare Financial Services
Pennsylvania
$1.95K +$1.95K +34 New
OP
486
ORG Partners
Indiana
$1.95K +$1.95K +34 New
TSMHT
487
Thurston Springer Miller Herd & Titak
Indiana
$1.9K – – –
Axa
488
Axa
France
$1.9K – – –
PP
489
Pacifica Partners
Canada
$1.6K +$1.6K +30 New
AWM
490
Abound Wealth Management
Tennessee
$1.55K -$747 -13 -33%
CFB
491
Cullen/Frost Bankers
Texas
$1.49K -$2.87K -50 -66%
FCAS
492
First Command Advisory Services
Texas
$1.49K +$1.49K +26 New
MFS
493
Mattson Financial Services
Michigan
$1.32K +$1.32K +23 New
BC
494
Bayforest Capital
United Kingdom
$919 +$919 +16 New
HNW
495
High Note Wealth
Minnesota
$861 – – –
HHGA
496
Halbert Hargrove Global Advisors
California
$325 +$325 +6 New
AFG
497
Albion Financial Group
Utah
$230 -$20.8K -361 -99%
WBC
498
West Branch Capital
Massachusetts
$187 – – –
RA
499
Rise Advisors
New York
$125 -$58.4K -935 -100%
SGI
500
Summit Global Investments
Utah
– -$1.56M -31,540 Closed
18 19
20
21 22